Mackenzie Martin is not affiliated or employed by the Washington State Veterinary Medical Association, nor Scott Harvey and Fortune Bank. Neither Fortune Bank nor Scott Harvey is affiliated with Independent Financial Group. Securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. McCoy Foat Wealth Management Group and IFG are not affiliated. Office of Supervisory Jurisdiction: 340 Oswego Pointe Drive, Suite 204, Lake Oswego, OR 97034.

This information is a general discussion of the relevant federal tax laws. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. This information is provided to support the promotion or marketing of ideas that may benefit the tax payer. Taxpayers should seek the advice of their own tax and legal advisors regarding any tax and legal issues applicable to their specific circumstances.

This publication is intended to provide general background information on financial planning issues to veterinary students. It does not constitute policy of the WSVMA, nor is it intended to provide legal, accounting or financial advice. Appropriate professionals should be contacted.



© 2012 WSVMA

 Financial Planning for Veterinary Students


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